ONESOURCE WorkFlow Manager

for Wealth Management

ONESOURCE WorkFlow Manager provides a workflow and document management platform that enables you to standardize, automate, streamline, and manage all processes within your organization. Mitigate risk with improved transparency and tracking over critical trust accounting, compliance and management activities. Ensure compliance with a user-configurable and cost-effective workflow and document management solution that can be fully implemented in a matter of weeks.

  • Quickly store or retrieve scanned agreements, electronic documentation, client correspondence and any other related documents needed to manage critical client processes within your organization.
  • Manage all regulatory reviews and hand-offs.
  • Assign and monitor work tasks electronically.
  • Track compliance and management approvals.
  • Easily integrate Microsoft Office, Lotus Notes and Adobe Acrobat files into ONESOURCE WorkFlow Manager.
  • Utilize a "Full Text Search" capability across all stored documents.
  • Create a Virtual FileRoom to organize, manage, secure, and search across all trust related documents.

Benefits

  • Control. Gain unprecedented visibility over your entire trust department
  • Risk Management. Improved transparency and tracking over critical trust accounting, compliance and management activities.
  • Approval & Sign-Off. Automated workflow steps, document approvals and digital signatures.
  • Productivity. Fully integrates with Word, Excel, Outlook, Lotus Notes, and Adobe Acrobat.
  • Resource Allocation. Eliminate bottlenecks in processes by identifying and allocating underutilized resources and effectively balancing your staff workload.

ONESOURCE WorkFlow Manager is the leading web-hosted workflow and document management solution in the U.S. Our focus is on streamlining our customers’ processes with the latest workflow and document management technologies.

To learn more about ONESOURCE WorkFlow Manager, click here to contact us.